GTM Systems Lead, Quote-to-Cash Job at Zip (San Francisco)

Lead-to-order (l2o) and & quote-to-cash (q2c) business systems analyst - salesforce

We are looking for a Lead-to-Order (L2O) Business Systems Analyst to join our GT...

Location

India

Salary:

Not provided

Closeloop Technologies

Expiration Date

Until further notice

Requirements

Demonstrated professional experience of 5+ years in the industry
Strong experience balancing stakeholder needs, business objectives, and technical constraints
Proven ability to document business processes, functional requirements, and success metrics
Hands-on experience implementing and supporting Salesforce Sales Cloud and related GTM tools such as: Salesforce CPQ, LeanData, Outreach, Gong, or similar sales enablement platforms
Deep understanding of Lead-to-Order (L2O) processes and revenue workflows
Strong communication skills with the ability to translate business needs into technical solutions
Ownership mindset, collaborative approach, and comfort working in ambiguity
Ability to build trusted relationships and resolve conflicts constructively
At least one Salesforce certification, such as: Salesforce Administrator, Salesforce Certified CPQ Specialist, Salesforce Business Analyst Certification, Salesforce Sales Cloud Consultant Certification

Job Responsibility

Own and enhance Lead-to-Order business processes, ensuring alignment between business objectives and system capabilities
Translate stakeholder goals into clear business and functional requirements, driving solution design and delivery
Design, configure, and where required, hands-on build Salesforce functionality and related GTM systems
Support and scale sales processes across lead management, opportunity lifecycle, quoting, and order flow
Manage delivery of projects and enhancements within your portfolio, with clearly defined success metrics
Collaborate within GTM Systems and cross-functional teams to improve tools, processes, and system consistency
Participate in discovery of new capabilities, conduct impact analysis, and recommend tooling or architectural changes
Ensure strong security, governance, and data protection practices across systems
Support agile delivery, iterative improvements, and long-term system maintainability

What we offer

Medical Insurance for employees, spouse, children
Accidental Life Insurance
Provident Fund
Employee Referral Bonuses
Reimbursement for high-speed Internet at home
Accommodation support for employees moving from other cities
Other Bonuses as determined by management from time to time

Fulltime

GTM Strategy & Operations Lead, GTM Technology

We power Plaid’s growth by streamlining go-to-market strategy, tools, and proces...

Location

United States , New York

Salary:

176400.00 - 237600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

10+ years of experience in Go-To-Market Operations, Sales Strategy, Revenue/Sales/Marketing Operations, or related technology leadership roles within B2B SaaS or fintech environments
Deep expertise across CRM and GTM technologies, including Salesforce, CPQ, Billing, and broader quote-to-cash systems and integrations
Proven experience leading product or platform development efforts, partnering closely with Product and Engineering teams to deliver scalable, business-critical solutions
Demonstrated people leadership experience, including building, developing, and leading high-performing teams
Strong ability to operate effectively in ambiguous, fast-moving environments
able to distill complex problems into structured frameworks, clear priorities, and actionable plans
Excellent written and verbal communication skills, with a track record of influencing senior stakeholders and driving alignment across cross-functional partners
Experience leading large-scale transformation initiatives, including the application of AI and automation to improve GTM efficiency, data quality, and operational outcomes

Job Responsibility

Define and execute the GTM technology strategy and multi-year roadmap, ensuring alignment with Plaid’s scaling needs, evolving GTM motions (sales-assisted, enterprise, partnerships), and long-term business objectives
Architect, evolve, and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack, including integrations with billing, CPQ, marketing automation, analytics, and internal data platforms
Own GTM systems governance and data integrity, including tooling standards, data models, access controls, and operational hygiene. Establish guardrails that balance speed and flexibility with consistency, compliance, and long-term maintainability
Lead, mentor, and grow a high-performing GTM Systems team, including managers, admins, engineers, and analysts
Manage GTM technology vendors and budgets, including tool evaluation, contract negotiation, renewal planning, and ROI assessment
Partner closely with Sales, Marketing, Customer Success, RevOps, Finance, Product, and Engineering to intake demand, prioritize initiatives, and deliver solutions that improve GTM workflows, seller productivity, and customer outcomes
Lead a cross-functional AI enablement effort across GTM, responsible for evaluating emerging AI tools and capabilities, designing scalable processes, and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency, data quality, forecasting accuracy, and customer engagement
Drive change management and adoption, ensuring new systems, tools, and processes are successfully rolled out, documented, and embraced by GTM teams through enablement, training, and feedback loops

Fulltime

GTM Strategy & Operations Lead, GTM Technology

We power Plaid’s growth by streamlining go-to-market strategy, tools, and proces...

Location

United States , San Francisco

Salary:

176400.00 - 237600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

10+ years of experience in Go-To-Market Operations, Sales Strategy, Revenue/Sales/Marketing Operations, or related technology leadership roles within B2B SaaS or fintech environments
Deep expertise across CRM and GTM technologies, including Salesforce, CPQ, Billing, and broader quote-to-cash systems and integrations
Proven experience leading product or platform development efforts, partnering closely with Product and Engineering teams to deliver scalable, business-critical solutions
Demonstrated people leadership experience, including building, developing, and leading high-performing teams
Strong ability to operate effectively in ambiguous, fast-moving environments
able to distill complex problems into structured frameworks, clear priorities, and actionable plans
Excellent written and verbal communication skills, with a track record of influencing senior stakeholders and driving alignment across cross-functional partners
Experience leading large-scale transformation initiatives, including the application of AI and automation to improve GTM efficiency, data quality, and operational outcomes

Job Responsibility

Define and execute the GTM technology strategy and multi-year roadmap, ensuring alignment with Plaid’s scaling needs, evolving GTM motions (sales-assisted, enterprise, partnerships), and long-term business objectives
Architect, evolve, and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack, including integrations with billing, CPQ, marketing automation, analytics, and internal data platforms
Own GTM systems governance and data integrity, including tooling standards, data models, access controls, and operational hygiene. Establish guardrails that balance speed and flexibility with consistency, compliance, and long-term maintainability
Lead, mentor, and grow a high-performing GTM Systems team, including managers, admins, engineers, and analysts
Manage GTM technology vendors and budgets, including tool evaluation, contract negotiation, renewal planning, and ROI assessment
Partner closely with Sales, Marketing, Customer Success, RevOps, Finance, Product, and Engineering to intake demand, prioritize initiatives, and deliver solutions that improve GTM workflows, seller productivity, and customer outcomes
Lead a cross-functional AI enablement effort across GTM, responsible for evaluating emerging AI tools and capabilities, designing scalable processes, and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency, data quality, forecasting accuracy, and customer engagement
Drive change management and adoption, ensuring new systems, tools, and processes are successfully rolled out, documented, and embraced by GTM teams through enablement, training, and feedback loops

Fulltime

New

Finance Business Systems Lead

As Zip continues scaling past $100M ARR, we’re investing heavily in the backbone...

Location

United States , San Francisco; New York City

Salary:

120000.00 - 170000.00 USD / Year

Zip

Expiration Date

Until further notice

Requirements

6+ years of experience in business systems, finance systems, or RevOps (ideally within high-growth B2B SaaS)
Deep expertise with Salesforce, CPQ tools (e.g., Subskribe, Salesforce CPQ, Revenue Cloud Advanced, DealHub), and ERP systems (e.g., NetSuite)
Experience with quote-to-cash architecture and cross-system integrations (billing, revenue recognition, commissions, reporting)
Experience working with data warehouses and reverse ETL tools (e.g., Snowflake, dbt, Census)
Familiarity with finance processes including order management, revenue operations, and billing workflows
Strong project management and systems implementation background
Excellent analytical and communication skills
A builder’s mindset
Collaborative, low-ego approach

Job Responsibility

Own the finance systems architecture: Lead the design, governance, and roadmap for Zip’s core finance systems, spanning Salesforce, NetSuite, and Spiff
Drive automation across quote-to-cash: Build scalable integrations and workflows that eliminate manual handoffs between Sales, Deal Desk, and Finance
Lead system reimplementations and enhancements: Manage major system upgrades, reimplementations, or vendor transitions across CPQ, billing, and related tools
Ensure financial data accuracy and alignment: Partner with Finance and RevOps to define and maintain ARR, booking, and billing definitions across systems
Enable global and multi-currency operations: Build capabilities that support international growth, including multi-currency quoting, billing, and reporting
Support commissions and comp automation: Partner with GTM Ops and Finance to automate compensation logic and payout workflows in Spiff
Be the connective tissue across teams: Act as the bridge between business stakeholders and technical teams

What we offer

Start-up equity
Full health, vision & dental coverage
Catered lunches & dinners for SF or NY employees
Commuter benefit
Team building events & happy hours
Flexible PTO
Apple equipment plus home office budget
401k plan

Fulltime

Manager, GTM Systems & Architecture

We are looking for a Manager to lead our GTM Systems Engineering team and overse...

Location

Philippines

Salary:

Not provided

Front

Expiration Date

Until further notice

Requirements

7+ years in the Salesforce Ecosystem
At least 2+ years in a leadership or lead architect capacity
Deep Architectural Knowledge of how Quote-to-Cash, Partner Ecosystems, and Lead-to-Legacy systems interact in a complex SaaS environment
Agile Mastery managing engineering sprints, using tools like JIRA/Asana
Communication: Ability to explain 'Technical Debt' to a non-technical VP of Sales
Technical Stack: Advanced knowledge of Apex, LWC, Salesforce Flow, and Integration middleware (Workato, MuleSoft, or Zapier)
Certifications: Salesforce Certified Application/System Architect (Required), Salesforce Platform Developer II, Salesforce Certified Administrator
Candidates must be willing to work a schedule that includes an overlap from 9:00 AM – 11:00 AM PST (approx. 1:00 AM – 3:00 AM PHT) for daily stakeholder alignment

Job Responsibility

Team Leadership & Delivery Management: People Management of GTM Engineers (CPQ, PRM, and Generalist)
Mentor the team on code quality, design patterns, and Salesforce best practices
Sprint & Backlog Governance: Lead the Agile process
Prioritize the backlog, manage sprint planning, and set realistic delivery expectations with executive stakeholders (Sales, Marketing, and Finance)
Release Management: Oversee the CI/CD pipeline and sandbox strategy to ensure zero-downtime deployments across the ecosystem
Architecture & Technical Strategy: Holistic System Design: Own the 'Big Picture'
Ensure that the CPQ logic integrates seamlessly with the Partner Portal, Finance systems (ERP), and Marketing Automation
Technical Debt Management: Conduct regular architectural reviews
Identify legacy 'hacks' or inefficient flows and proactively schedule refactoring projects to maintain system health
Cross-Functional Roadmap: Partner with GTM Leadership (VP of Sales Ops/RevOps) to translate business strategy into a 12-month technical roadmap

What we offer

Competitive salary
Rice subsidy
Fully covered health insurance - medical, dental, vision, and life insurance
Paid parental leave
Generous paid time off & sick leave
Mental health support with Workplace Options
Monthly Lifestyle Stipend to spend on fitness, health and wellness, and other activities
Monthly Teleworking Allowance to be used towards Wi-Fi, equipment, cell data, etc.
Winter Break - Our offices are closed from Christmas to New Year's Day!

Fulltime

New

Senior Business Systems Analyst

We are looking for a seasoned Business Systems Analyst to drive strategy, design...

Location

United States

Salary:

150000.00 - 210000.00 USD / Year

Creandum

Expiration Date

Until further notice

Requirements

10+ years of experience supporting or leading QTC and GTM systems, ideally in a SaaS or high-growth enterprise environment
Deep hands-on expertise with Salesforce Sales Cloud, CPQ processes, and the broader commercial lifecycle
Experience with NetSuite ERP and NetSuite ARM (or equivalent revenue recognition systems)
Demonstrated success in designing complex cross-system architectures, integrating CRM ↔ CPQ ↔ ERP ↔ RevRec platforms
Strong understanding of ASC 606 concepts and how they influence system and process design
Proven ability to lead full lifecycle initiatives: vendor evaluation, requirements, architecture, UAT, and change management
Excellent analytical, communication, and cross-functional leadership skills
Comfort operating in a fast-paced, ambiguous environment with shifting priorities
Ability to manage multiple concurrent initiatives while maintaining a high standard of quality

Job Responsibility

Partner closely with GTM Operations, Revenue Operations, Finance, Product, and Business Systems teams to understand business objectives and translate them into scalable system designs
Develop a long-term roadmap for the Quote-to-Cash ecosystem, balancing innovation, operational efficiency, data quality, and compliance requirements
Serve as a subject-matter expert on end-to-end commercial workflows—Lead → Opportunity → Quote → Order → Billing → Revenue—identifying friction points and recommending durable solutions
Lead requirements discovery, process mapping, and solution design for enhancements to CPQ, CRM, and revenue systems
Drive improvements across Salesforce Sales Cloud and CPQ, with exposure to Service Cloud considered a strong plus
Influence and guide integrations with ERP (NetSuite) and revenue recognition systems (NetSuite ARM), ensuring data consistency and compliant revenue outcomes
Optimize system usability and user experience across the QTC landscape for Sales, Finance, Support, and internal GTM stakeholders
Own the lifecycle of enhancements: discovery, documentation, prioritization, UAT, deployment, and post-launch iteration
Evaluate new tools, vendors, and architectures to support scaling GTM operations
Partner with Finance and RevOps to ensure solutions align with policy, controls, auditability, and ASC 606 revenue recognition guidance

What we offer

medical, dental, and vision benefits
401(k)
paid time off
certain leaves of absence
stock option grant
annual bonus (for certain roles)

Fulltime

Senior Salesforce Administrator Consultant

We are looking for a strong, hands-on Senior Salesforce Administrator Consultant...

Location

India , Bengaluru

Salary:

Not provided

Cigres

Expiration Date

Until further notice

Requirements

4–7 years of hands-on Salesforce Administration or Salesforce Consulting experience
Strong implementation background in Core CRM, CPQ, Billing, and FinancialForce PSA/ERP
Expert in declarative configuration: Flows, Validation Rules, Formula Fields, record-triggered processes, and Lightning UI
Deep understanding of Lead-to-Cash, Quote-to-Cash, Subscription Billing, and Revenue/Finance workflows
Hands-on experience with LinkedIn Sales Navigator integration, configuration, and GTM workflows
Strong experience supporting Sales forecasting, pipeline management, quota attainment tracking, and Sales dashboards
Ability to interpret business requirements and design scalable, secure, and efficient Salesforce solutions
Strong analytical skills with attention to data quality, process governance, and reporting accuracy
Ability to work in a fast-paced environment, handle multiple priorities, and drive tasks with speed, ownership, and urgency

Job Responsibility

Configure, administer, and optimize Salesforce Sales Cloud, CPQ, Billing, and FinancialForce to support scalable Lead-to-Cash processes
Lead end-to-end implementations including requirements gathering, solution design, configuration, testing, and production rollout
Build and maintain Salesforce objects, fields, flows, validations, approvals, page layouts, Lightning pages, and automations using Flow Builder
Configure CPQ components such as bundles, price books, product rules, discounting logic, quote templates, and approval workflows
Manage Billing workflows for subscriptions, invoicing, renewals, amendments, revenue schedules, tax integrations, and credit memos
Administer FinancialForce PSA/ERP including project setup, resource management, timecards, billing milestones, and financial workflows
Support Sales leaders with forecasting, pipeline visibility, deal inspection tools, and accurate revenue reporting
Build Sales performance dashboards (pipeline, bookings, renewals, quota attainment, rep performance, forecasting accuracy)
Integrate and manage LinkedIn Sales Navigator including user sync, lead/account mapping, Smart Links, InMail workflows, and data hygiene
Maintain integrations with systems such as ZoomInfo, Outreach, Marketo, Google Ads, and other GTM tools

Fulltime

Manager, GTM Systems (Salesforce) & Architecture

We are looking for a Manager to lead our GTM Systems Engineering team and overse...

Location

Chile , Santiago

Salary:

Not provided

Front

Expiration Date

Until further notice

Requirements

7+ years in the Salesforce Ecosystem, with at least 2+ years in a leadership or lead architect capacity
Deep Architectural Knowledge: Must understand how Quote-to-Cash, Partner Ecosystems, and Lead-to-Legacy systems interact in a complex SaaS environment
Agile Mastery: Proven experience managing engineering sprints, using tools like JIRA/Asana to manage high-velocity team outputs
Communication: Ability to explain "Technical Debt" to a non-technical VP of Sales in a way that emphasizes business risk and ROI
Technical Stack: Advanced knowledge of Apex, LWC, Salesforce Flow, and Integration middleware (Workato, MuleSoft, or Zapier)
Certifications: Salesforce Certified Application/System Architect (Required)
Salesforce Platform Developer II
Salesforce Certified Administrator

Job Responsibility

Team Leadership & Delivery Management: People Management: Direct management of GTM Engineers (CPQ, PRM, and Generalist). Mentor the team on code quality, design patterns, and Salesforce best practices
Sprint & Backlog Governance: Lead the Agile process. Prioritize the backlog, manage sprint planning, and set realistic delivery expectations with executive stakeholders (Sales, Marketing, and Finance)
Release Management: Oversee the CI/CD pipeline and sandbox strategy to ensure zero-downtime deployments across the ecosystem
Architecture & Technical Strategy: Holistic System Design: Own the "Big Picture." Ensure that the CPQ logic integrates seamlessly with the Partner Portal, Finance systems (ERP), and Marketing Automation
Technical Debt Management: Conduct regular architectural reviews. Identify legacy "hacks" or inefficient flows and proactively schedule refactoring projects to maintain system health
Cross-Functional Roadmap: Partner with GTM Leadership (VP of Sales Ops/RevOps) to translate business strategy into a 12-month technical roadmap
Solution Engineering & Innovation: Global Design: Act as the final reviewer for all major system changes, ensuring they don't break downstream reporting or upstream lead flow
Tooling Evaluation: Lead the evaluation and implementation of new technologies in the GTM stack (e.g., AI-driven forecasting tools, data enrichment services, or billing engines)
Security & Compliance: Ensure the entire GTM ecosystem meets enterprise-grade security standards, particularly regarding data privacy and external partner access

Fulltime

GTM Systems Lead, Quote-to-Cash

Zip

Location:
United States , San Francisco ▼
New York City

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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